Category Archives: Dynamics 365

Exploring Access Management using Power Automate Flows in Dynamics 365

In Dynamics, managing access to sensitive data is handled through security measures such as role-based permissions. Security roles and access management play a significant role in ensuring that the right individuals have access to the appropriate information. To grant access to particular records, users with Share permissions typically navigate to the respective record and click… Read More: Exploring Access Management using Power Automate Flows in Dynamics 365 »

Boost Sales with Copilot: Leverage Opportunity Summaries and Related Records in Dynamics 365 using APIs

In today’s fast-paced business environment, sales teams need real-time insights and a comprehensive view of their opportunities to make informed decisions and close deals faster. Microsoft’s Copilot for Sales addresses this need by integrating seamlessly with your connected CRM system, providing a unified platform for viewing the latest activities and related records. This blog post… Read More: Boost Sales with Copilot: Leverage Opportunity Summaries and Related Records… »

Empty Rich Text Fields Validation using Regular Expression in Dynamics 365

In the pursuit of enhancing data management within Dynamics 365 CRM, we recently integrated a ‘Rich Text Editor Control‘ into the Description field of the Appointment entity, and inserting text into the description, we observed an unexpected behavior. Upon exporting the data from Dynamics 365 CRM, we noticed that the Description field stored the text… Read More: Empty Rich Text Fields Validation using Regular Expression in Dynamics… »

Create a table in Dynamics 365 CRM from the SharePoint List

In today’s digital era, organizations often rely on Microsoft SharePoint as a central hub for collaboration, document management, and data storage. Just SharePoint lists, while powerful for storing and managing data, may not provide the most conducive format especially when presenting information in reports, or dashboards.  This is where table creation from the SharePoint list… Read More: Create a table in Dynamics 365 CRM from the SharePoint… »

Extend your customer outreach with WhatsApp marketing within Dynamics 365 Customer Insights

The Power of WhatsApp Marketing for Brands: A Game Changer Today, brands constantly bombard customers with emails, calls, and social media ads. It can be hard to stand out from the noise and connect with customers in a meaningful way. But what if there was a way to reach customers directly on a platform they… Read More: Extend your customer outreach with WhatsApp marketing within Dynamics 365… »

Automate Creating Customer Voice Survey Invitations using Canvas Power Apps

In our previous blog, we explored the potential of automating the survey invitation process using Power Automate Flow. We concluded that this approach, coupled with personalized variables in the Customer Voice Survey, provides a streamlined method for collecting and analyzing valuable customer feedback. In this blog, we will consider a similar use case scenario in… Read More: Automate Creating Customer Voice Survey Invitations using Canvas Power Apps »

Refresh Dynamics 365 CRM Subgrid from Embedded Canvas App

In Microsoft Dynamics 365, the ability to embed Canvas Apps brings the power of Canvas Apps to their model-driven forms. Recently, we got a requirement to create a record of the related entity (e.g., “Suggestion”) from the Canvas App embedded in the Appointment entity form. There was a subgrid of the “Suggestion” entity added next to… Read More: Refresh Dynamics 365 CRM Subgrid from Embedded Canvas App »

Outsource Dynamics 365 CRM and Power Platform Development: 3 Reasons Why

Inogic specializes in outsourced development for Microsoft technologies like Dynamics 365 CRM, Azure OpenAI, Copilot, and Power Platform. Drawing from a pool of teams or meet deadlines cost-effectively. Inogic’s Outsourced Development Services offer specialized Microsoft skills without overhead, delivered professionally and proficiently. 150+ experts with 15+ years of experience, we provide rapid access to skilled… Read More: Outsource Dynamics 365 CRM and Power Platform Development: 3 Reasons… »

How to revert the managed solution’s version in case of an erroneous upgrade (Using CLI) in Dynamics 365?

In Dynamics 365, managed solutions play a crucial role in deploying customizations and extensions across environments. However, managing solution versions can sometimes be challenging, especially when dealing with updates, dependencies, and compatibility issues. Recently, while working on a solution update, we needed to clone the solution and provide it to the client. However, during this… Read More: How to revert the managed solution’s version in case of… »

Enhancements to ‘Focused View’ and its usage within Dynamics 365

Introduction: In the dynamic landscape of sales and marketing, the ability to effectively manage leads is a cornerstone of success. Yet, as businesses grapple with a multitude of tasks and data streams, maintaining clarity and focus in lead management can prove to be a daunting challenge. This is where the concept of a “Focused View”… Read More: Enhancements to ‘Focused View’ and its usage within Dynamics 365 »